Private Banking Analyst - 2-Year Program: Client Strategy

JPMorgan Chase & Co.; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Miami is seeking a Program Banker Analyst to join our International Private Bank. You will collaborate with bankers, investment specialists, and estate experts to attract new clients and serve existing ones. The two-year program offers potential progression to Associate based on performance.

Responsibilities include preparing client materials, analyzing balance sheets, and delivering tailored wealth solutions while building relationships with senior management and clients.

Qualifications

• Bachelor’s degree with GPA 3.2 or higher.
• Fluent in English and Spanish.
• No more than two years of work experience after completing undergraduate program.
• Demonstrated aptitude for sales and client relationship management.
• Superior multi-tasking and organizational skills preferred.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives.
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions.
• Conduct research and analysis; assist with product development and prospecting efforts.
• Research client inquiries and manage follow up communication and materials.
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.

Skills

English fluency

Spanish fluency

Education

Bachelor’s degree GPA 3.2

Job description

JPMorgan Chase & Co. in Miami is seeking a Program Banker Analyst to join our International Private Bank. You will collaborate with bankers, investment specialists, and estate experts to attract new clients and serve existing ones. The two-year program offers potential progression to Associate based on performance.

Responsibilities include preparing client materials, analyzing balance sheets, and delivering tailored wealth solutions while building relationships with senior management and clients.